CSEP Certified Specialist in Estate Planning Certification Exam

Certified Specialist in Estate Planning (CSEP) The CSEP sets itself apart by weaving together tax code complexities, fiduciary duties, and real-world trust administration—not as isolated topics but as interconnected challenges. You’ll navigate scenarios involving IRAs, charitable vehicles, and marital deduction strategies that demand both technical precision and ethical judgment. This exam prizes practitioners who can anticipate unintended consequences across generations.